Investment Service

马塞尔 帕雷特

澳大利亚 投资信心

marcel.parrett@fitz.com.au+61 2 8090 1010

议程

马塞尔 帕雷特与菲兹帕特里克私人理财

菲兹帕特里克的来意

菲兹帕特里克的理财服务

免責声明This information is prepared by Fitzpatricks Dealer Group ABN 33 093 667 595 AFSL No. 247 429. The information in this publication is of a general nature only.  All information has been prepared without taking into account your objectives, financial situation or needs.  Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate for you.

Past performance is not a reliable indicator of future performance. When we speak of our investment objectives, particularly for performance, it is very important to understand that these are not forecasts, promises or guarantees. They are simply our goals. The performance or success of an investment through our MDA is not guaranteed. You can lose as well as make money.

Performance figures relate to each model portfolio designed by Fitzpatricks Dealer Group (‘Fitzpatricks’) with investment management implemented by one or more underlying investment manager selected from time to time and monitored by Fitzpatricks. Underlying investment managers and the details of each model portfolio have changed in the past and may change in the future and you should keep this fluidity in mind when considering figures. Investment manager history is available free of charge on request.

Actual performance will differ among clients depending on the timing of their investment and the level of variation from the models. Figures are post Portfolio Management fees and expenses of Fitzpatricks and underlying managers. They do not take into account inflation or tax or adviser fees and assume reinvestment of distributions.

马塞尔 帕雷特 Marcel Parrett

菲兹帕特里克悉尼公司主理人

国际认证理财师 (Certified Financial Planner)

有 23 年理财经验 , 专长为高净值人士及家族理财

菲兹帕特里克 私人理财澳大利亚金融服务牌照 247429

2002 由 John Woodley 与 Scott Fitzpatricks 两位 理财师 兼 董事创办45 位理财师服务澳洲全国澳洲私人企业 专业服务理财资金总额超 $20 億澳元由董事会 引导企业发展

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Chris Cuffe

• 25 Years wealth management experience• Chairman UniSuper - $40 billion super fund• Founder of Australian Philanthropic Services• Director & Founder of Third Link Investment

Managers , WAM Active and Arkx Investment Management

• Preciously CEO Colonial First State Investment and challenger Financial Group

• Received Australian Fund Mangers Hall of Fame Award

• BCom, CA

享有盛名的董事

John Woodley

• 20 years of experience in wealth management• Chief Executive Officer – Fitzpatricks Private

Wealth• Director Fitzpatricks Group since 2000- 2011• Chief Executive Officer – Halliday Financial

Management 1996 – 2000• Certified Financial Planner

Scott Fitzpatrick

• 25 years financial services experience• Founder and NED – Fitzpatricks Group• Recognized industry trainer for advisers to

HNW & Family Office Clients• Certified Financial Planner

Alex Hone

• 15 years wealth management experience • Chief Executive Officer – Atrium Investment

Management • Portfolio Manager, Magellan Asset

Management 2006 – 2009• CP2, Schroders and NAB• Masters Applied Finance,BA

John McMurdo

• Group Managing Director Fitzpatricks since 2011

• 25 years financial services experience• Chief Executive Officer Centric Wealth 2010-

2011• Managing Director Hillross Financial Services

2006-2010• Member of FPA Board Professionalism and

Policy Committee • Extensive Financial Services Directorships• MBA

菲兹帕特里克的理财服务两大理财服务 : 1. 私人财务规划

深入理解多边服务注重实效

 2. 投资 –风险目标 (Risk Target) 投资理念  

我们注重长远的合作关系

我们能提供多边服务

我们建立了值得信赖的业内外专家服务网

络

我们的来意与各界专业人士建立合作关系

在跨国高管服务的基础上推出 重大投资者签证 (Significant Investor Visa) 服务

重大投资者签证 (SIV) 简介商业创新与投资 ( 临时 188 类别 ) 签证 及 ( 永久 888 类别 ) 签证SIV 于 2012 年 11 月 24 号开始实行 在符合要求的投资项目上投资 $500 万澳元 , 投资时间不少于 4 年

目前签证递交概况 2013.7.31

递交意向书 (EOI) 554

州政府或领地政府提名 409

递交签证申请 305

获得临时签证 10

州 递交签证申请 %NSW 138 45%VIC 124 41%QLD 24 8%WA 16 5%SA 3 1%

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菲兹帕特里克 重大投资者签证

服务

菲兹帕特里克的重大投资者签证服务 : 第一阶段 申请签证

3. 资金& 外汇管理

4. 中国和澳洲的税务咨

询

2. 选择符合要求的

投资

1. 选择恰当的

签证路线

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菲兹帕特里克 重大投资者签证

服务

菲兹帕特里克的重大投资者签证服务 : 第二阶段 实际规划

1. 选择安居地

3. 子女的教育

5. 其他 :健康语言居家

4. 安家服务

6. 高端旅游体验

2. 协助置房 / 租房

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菲兹帕特里克 符合要求的

投资

菲兹帕特里克的重大投资者签证服务 : 第三阶段 符合要求的投资

2. 投资者风险范畴目标管理

3. 全盘考虑

符合要求的投资项目

4. 观察回顾与审查

1. 不拘泥与

投资产品

菲兹帕特里克的风险目标投资理念

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资产维护

从控制风险开始

寻求更稳健的投资回报

风险目标投资理念

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菲兹帕特里克的风险目标投资理念为投资者寻求更稳健的投资回报 . ( 绿线 )

Source: Atrium

风险从何而来 ?

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传统投资组合看似多樣化 然而其股票风险支配所有其他风险

Source: Atrium

Fitzpatricks MDA Performance July 2013 5 years %p.aInception %

p.a Since

Volatility %

p.a Since

Sharpe

RatioInception Date

Fitzpatricks Growth Model Portfolio 11.1% 11.5% 5.3% 1.2 30/09/2002Peer Group Index 5.9% 7.1% 8.0% 0.3 30/09/2002

菲兹帕特里克风险目标增长投资组合

总结高级理财注重实效多边服务与业内外多方合作风险目标投资理念

高端旅游体验

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